Nexus Investment Management’s Brookfield BN Stock Holding History

Nexus Investment Management’s Portfolio BN Stock Details BN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-41,852	Closed	-$1.6M	–	79
2024 Q4	$1.6M	Sell	41,852 -1,972	-4%	-$74.3K	0.16%	45
2024 Q3	$1.55M	Sell	43,824 -183	-0.4%	-$5.78K	0.15%	45
2024 Q2	$1.22M	Buy	44,007 +183	+0.4%	+$5.1K	0.13%	48
2024 Q1	$1.22M	Sell	43,824 -4,376	-9%	-$118K	0.12%	50
2023 Q4	$1.29M	Hold	48,200	–	–	0.13%	48
2023 Q3	$1.01M	Hold	48,200	–	–	0.11%	50
2023 Q2	$1.08M	Hold	48,200	–	–	0.12%	49
2023 Q1	$1.05M	Hold	48,200	–	–	0.12%	49
2022 Q4	$1.01M	Sell	48,200 -15,644	-25%	-$351K	0.11%	50
2022 Q3	$1.42M	Hold	63,844	–	–	0.18%	45
2022 Q2	$1.53M	Sell	63,844 -5,422	-8%	-$145K	0.18%	45
2022 Q1	$2.11M	Sell	69,266 -5,837	-8%	-$175K	0.22%	42
2021 Q4	$2.44M	Sell	75,103 -3,711	-5%	-$117K	0.25%	39
2021 Q3	$2.26M	Buy	78,814 +955	+1%	+$27.9K	0.24%	36
2021 Q2	$2.14M	Sell	77,859 -2,114	-3%	-$54.1K	0.22%	37
2021 Q1	$1.9M	Sell	79,973 -2,803	-3%	-$62.5K	0.22%	38
2020 Q4	$1.82M	Sell	82,776 -1,383	-2%	-$27.7K	0.23%	36
2020 Q3	$1.49M	Sell	84,159 -2,055	-2%	-$36.7K	0.23%	37
2020 Q2	$1.51M	Sell	86,214 -1	-0%	-$18	0.23%	35
2020 Q1	$1.36M	Buy	86,215 +3,055	+4%	+$62.9K	0.24%	37
2019 Q4	$1.72M	Sell	83,160 -1,121	-1%	-$22.3K	0.24%	36
2019 Q3	$1.6M	Hold	84,281	–	–	0.23%	38
2019 Q2	$1.44M	Hold	84,281	–	–	0.2%	39
2019 Q1	$1.4M	Hold	84,281	–	–	0.21%	39
2018 Q4	$1.15M	Sell	84,281 -5,325	-6%	-$79.5K	0.2%	40
2018 Q3	$1.42M	Hold	89,606	–	–	0.2%	41
2018 Q2	$1.3M	Hold	89,606	–	–	0.19%	43
2018 Q1	$1.24M	Sell	89,606 -6,446	-7%	-$93.3K	0.19%	42
2017 Q4	$1.5M	Sell	96,052 -7,568	-7%	-$114K	0.22%	39
2017 Q3	$1.52M	Sell	103,620 -560	-0.5%	-$7.86K	0.24%	37
2017 Q2	$1.46M	Buy	104,180 +9,529	+10%	+$128K	0.24%	37
2017 Q1	$1.23M	Sell	94,651 -81	-0.1%	-$1.03K	0.21%	38
2016 Q4	$1.11M	Sell	94,732 -1,262	-1%	-$15.4K	0.19%	42
2016 Q3	$1.21M	Buy	95,994 +2,943	+3%	+$36K	0.22%	38
2016 Q2	$1.09M	Sell	93,051 -3,126	-3%	-$37.4K	0.21%	43
2016 Q1	$1.18M	Buy	96,177 +11,106	+13%	+$120K	0.22%	42
2015 Q4	$942K	Buy	85,071 +10,749	+14%	+$126K	0.19%	44
2015 Q3	$818K	Hold	74,322	–	–	0.17%	44
2015 Q2	$913K	Hold	74,322	–	–	0.18%	41
2015 Q1	$929K	Hold	74,322	–	–	0.18%	39
2014 Q4	$873K	Sell	74,322 -5,980	-7%	-$67.2K	0.16%	42
2014 Q3	$843K	Sell	80,302 -944	-1%	-$10.2K	0.16%	44
2014 Q2	$838K	Hold	81,246	–	–	0.16%	46
2014 Q1	$775K	Hold	81,246	–	–	0.15%	46
2013 Q4	$737K	Hold	81,246	–	–	0.15%	46
2013 Q3	$713K	Hold	81,246	–	–	0.15%	47
2013 Q2	$715K	Buy	+81,246	New	+$696K	0.16%	43

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Nexus Investment Management's BN Position: Q1 2025 in Review

Nexus Investment Management sold out of Brookfield (BN) in Q1 2025, closing a stake of 41,852 shares — an estimated $1.6M sold.

Nexus Investment Management first reported a position in BN in Q2 2013 and held it in 47 quarters. The position peaked at $2.44M in Q4 2021. 819 funds tracked by Wall St. Rank hold BN as of Q1 2025.

Nexus Investment Management reported no remaining Brookfield position as of Q1 2025 after selling out during the quarter.
Nexus Investment Management sold 41,852 Brookfield shares in Q1 2025, an estimated $1.6M.
Nexus Investment Management first reported a position in Brookfield in Q2 2013 and held it in 47 quarters.
Nexus Investment Management's Brookfield position peaked at $2.44M in Q4 2021.
819 funds tracked by Wall St. Rank held Brookfield as of Q1 2025.

Based on Nexus Investment Management's 13F filing for Q1 2025, filed 7 Apr 2025.